Sales Support Associate

AmeriLife

. Provide product and carrier information to producer groups and internal staff .

Posted 9/23/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong product and financial knowledge in the insurance industry, providing timely presale support and effective communication to producers and internal staff. Proficient in managing illustration workflows and utilizing CRM systems to enhance customer service and operational efficiency.

Highest-signal resume keywords

Product KnowledgeCustomer ServiceMicrosoft Office ProficiencyCRM System ExperienceInsurance Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Illustration DevelopmentFinancial AnalysisProblem SolvingTime ManagementWindows PC Proficiency

Soft Skills

Interpersonal CommunicationWritten CommunicationTeam CollaborationSelf-Directed Work EthicTelephone Etiquette

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Insurance ProductsSales ProcessesMarket TrendsService-Level AgreementsPresale Support

About the role

Key responsibilities & impact

Provide product and carrier information to producer groups and internal staff
Maintain detailed product and financial knowledge across all carriers
Develop working knowledge of internal and carrier software packages
Run appropriate illustrations based on the competitive life insurance environment
Provide producers with illustrations and required marketing materials
Proactively follow up on presale activity
Document requested illustrations for sales follow-up using a CRM system
Participate in internal and carrier training on competitive markets, products, and industry trends
Maintain departmental illustration workflows and service-level agreements for phone and illustration turnaround times
Produce qualified illustrations and provide timely presale support to meet producer objectives

Requirements

What you’ll need

Effective interpersonal and written communication skills
Ability to provide excellent customer service to internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently and in a team environment
Ability to work in a self-directed fashion
Experience with PCs in a Windows environment
Proficiency in Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
Bachelor's degree or equivalent education, training and work-related experience
Excellent telephone etiquette skills
Maturity, competitiveness, and a good work ethic
Background screening including employment verification, education verification, and criminal history check may be required
Preferred: knowledge of the insurance industry, products, and sales processes

Benefits

Comp & perks

PTO
Medical insurance
Dental insurance
Vision insurance
Retirement savings
Disability insurance
Life insurance